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Pathway Financial Advisors’s Shell SHEL Stock Holding History

Pathway Financial Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,423
Closed -$226K – 139
2026
Q1 		$226K Sell
2,423
-900
-27% -$72.7K 0.03% 129
2025
Q4 		$242K Hold
3,323
– – 0.03% 131
2025
Q3 		$238K Buy
+3,323
New +$239K 0.03% 130

Other funds holding SHEL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pathway Financial Advisors's SHEL Position: Q2 2026 in Review

Pathway Financial Advisors sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,423 shares — an estimated $226K sold.

Pathway Financial Advisors first reported a position in SHEL in Q3 2025 and held it in 3 quarters. The position peaked at $242K in Q4 2025. 268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Pathway Financial Advisors reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Pathway Financial Advisors sold 2,423 Shell shares in Q2 2026, an estimated $226K.
  • Pathway Financial Advisors first reported a position in Shell in Q3 2025 and held it in 3 quarters.
  • Pathway Financial Advisors's Shell position peaked at $242K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.